A shortcut is a repository object that has own metadata, but its data is taken from the referenced object that is available in this repository or in the repository with which link is created.
To create a shortcut in the web application, select the New Object > Shortcut item in the Create group of the object navigator's main menu. The shortcut wizard opens:

The wizard contains the pages: Basic Properties and Shortcut.
Set basic properties on the Basic Properties page of the wizard:
Name. Enter shortcut name.
Identifier. Enter unique shortcut identifier. The identifier may consist of only Latin letters, numbers and underline character and should not start with a number.
Comment. The box is optional. The text box to enter a shortcut comment.
On the Shortcut wizard page determine an object, to which the shortcut refers:
Create a Shortcut to an Object in Another Repository. After this checkbox is selected, select an object of the Repository Connection type in the Repository drop-down list, which can be used to get access from the current repository to an object from another repository. After this select the object in the Source Object box.
Referenced Object. Select the object, to which the shortcut refers. The list shows all folders and objects of the current repository. If the object, to which the shortcut refers, is in another repository, in the Referenced Object drop-down menu specify the Repository Connection item as a root folder.
To quickly select an object, enter object's name/identifier/key in the search box depending on display settings. Search is executed automatically while the searched text is entered into the search string. The list will display the objects, which names/identifiers/keys contain the entered text.
To set up displaying of repository objects, click the
Show Object button and select display option in the drop-down menu:
Name. Objects are displayed with their names. Default option.
Identifier. Objects are displayed with their identifiers.
Key. Objects are displayed with their keys.
Several options can be selected. Identifier and key will be specified in brackets.
To reset selection for the selected objects, click the
Clear button.
To edit, select the Edit Shortcut shortcut's context menu item.
NOTE. When the shortcut is being edited, one can use objects with the same type, which was selected on shortcut creation, as referenced objects.
To create a shortcut in the desktop application:
Select the New Object > Shortcut item in the Create group on the Home ribbon tab.
Select the Create > Shortcut context menu item.
The shortcut creation dialog box opens:

Set shortcut parameters:
Referenced Object. Select the object, to which the shortcut refers. The list shows all folders and objects of the current repository.
Name. Enter shortcut name.
Identifier. Enter unique shortcut identifier. The identifier may consist of only Latin letters, numbers and underline character and should not start with a number.
Create a Shortcut to an Object in Another Repository.. After this checkbox is selected, select the Repository Connection object in the Repository box, which can be used to get access from the current repository to an object from another repository. After this select the object in the Referenced Object box.
To edit a shortcut, select the Edit Shortcut item in the shortcut's context menu. The shortcut editing wizard opens:

The wizard contains the pages: Basic Properties and Shortcut.
Set basic properties on the Basic Properties page of the wizard:
Name. Enter shortcut name.
Identifier. Enter unique shortcut identifier. The identifier may consist of only Latin letters, numbers and underline character and should not start with a number.
Comment. The box is optional. The text box to enter a shortcut comment.
On the Shortcut wizard page determine an object, to which the shortcut refers.
NOTE. When the shortcut is being edited, one can select objects with the same type, which was selected on shortcut creation, as referenced objects. If the object, to which the shortcut refers, is in another repository, in the Referenced Object drop-down list specify the Repository Connection item as a root folder.
When creating a shortcut, parameters set in the source object are saved. The set of referenced object parameters can be changed after the shortcut is created. To make these changes to the shortcut, select the Synchronize with Referenced Object item in the shortcut's context menu. After synchronization, actual parameters will be added to the shortcut.
NOTE. The Synchronize with Referenced Object item is used only for the shortcut that is in the same repository as the referenced object.
To go to the object, to which the shortcut refers, select the Go to Referenced Object item in the shortcut's context menu.
NOTE. The Go to Referenced Object item is available only for the shortcut that is located in the same repository as the referenced object.
See also: